Guests Jon Charbonneau, co-founder of DBA and a crypto venture expert, and Matthew Sigel, the crypto research head at VanEck, delve into the complexities of valuing digital assets. They discuss whether traditional finance metrics apply to crypto and how market sentiment influences pricing. The conversation also highlights the importance of tokenomics, with a focus on inflation and staking's impact on valuations. Additionally, they explore the challenges of high premiums and the effectiveness of technical analysis in the volatile crypto market.

Aiden Salzman, co-founder of Stride Labs, and John Charbonneau, general partner of DBA, join the podcast to discuss liquid staking and modular money. They delve into topics such as the architecture of the Stride protocol, using liquid staking tokens across rollups, managing validator sets, and the demand drivers for liquid staking adoption. The conversation also touches on incentive alignment, Ethereum liquid staking, and the potential of Celeste in the liquid-staking market.